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iShares ESG Advanced MSCI EAFE ETF
DMXF

186 hedge funds and large institutions have $508M invested in iShares ESG Advanced MSCI EAFE ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 105 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 34

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

5% more capital invested

Capital invested by funds: $484M → $508M (+$23.9M)

0.32% more ownership

Funds ownership: 75.77% → 76.09% (+0.32%)

1% less funds holding

Funds holding: 187 → 186 (-1)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
186
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.69%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
105
Reduced
34
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$7.92M
2
SEI Investments
SEI Investments
Pennsylvania
+$5.85M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.34M
4
LPL Financial
LPL Financial
California
+$2.51M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.99M

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$3.03M
2
I
IMPACTfolio
Colorado
-$2.38M
3
SAG
SageView Advisory Group
California
-$1.43M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$966K
5
KFAA
Klaas Financial Asset Advisors
Illinois
-$451K
Name Holding Trade Value Shares
Change 		Change in
Stake
APW
76
Austin Private Wealth
Texas
$812K +$3.98K +59 +0.5%
MOS
77
MGO One Seven
Ohio
$807K -$1.69K -25 -0.2%
T
78
TCWP
Ohio
$807K -$1.69K -25 -0.2%
WA
79
Wealth Alliance
New York
$780K +$11.6K +172 +2%
DAS
80
Diversify Advisory Services
Utah
$759K +$20.4K +302 +3%
LRIA
81
Leonard Rickey Investment Advisors
Washington
$727K -$9.59K -142 -1%
Betterment LLC
82
Betterment LLC
New York
$715K +$282K +4,169 +65%
KAS
83
Kestra Advisory Services
Texas
$698K -$15.8K -234 -2%
EWM
84
Empirical Wealth Management
Washington
$684K – – –
AAS
85
Avantax Advisory Services
Texas
$678K +$60.4K +894 +10%
MC
86
Moors & Cabot
Massachusetts
$631K +$45.4K +673 +8%
HPFG
87
Hart & Patterson Financial Group
Massachusetts
$607K -$22.5K -333 -4%
PWM
88
Perigon Wealth Management
California
$594K +$259K +3,840 +77%
DT
89
Diversified Trust
Tennessee
$591K – – –
SWP
90
Stratos Wealth Partners
Ohio
$562K +$2.7K +40 +0.5%
SCA
91
Snowden Capital Advisors
New York
$548K +$5.67K +84 +1%
MPW
92
MA Private Wealth
California
$541K – – –
WIA
93
World Investment Advisors
California
$526K +$9.32K +138 +2%
RIA
94
Regal Investment Advisors
Michigan
$524K +$21.4K +317 +4%
FLPIM
95
F.L. Putnam Investment Management
Massachusetts
$520K +$521K +7,716 New
Franklin Resources
96
Franklin Resources
California
$516K – – –
AIA
97
Ally Invest Advisors
North Carolina
$489K -$7.02K -104 -1%
ACA
98
Aptus Capital Advisors
Alabama
$474K +$9.45K +140 +2%
OL
99
Optas LLC
Texas
$459K +$1.35K +20 +0.3%
FIM
100
Freedom Investment Management
Connecticut
$459K +$80.4K +1,191 +21%
2 3
4
5 6

DMXF Hedge Fund Activity: Q2 2024 in Review

186 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Advanced MSCI EAFE ETF (DMXF) for Q2 2024, worth a combined $508M — up 4.9% from $484M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DMXF positions and 18 closed out — a net gain of 2 holders — while 105 added to existing stakes and 34 trimmed.

The largest buyer was Jane Street, adding an estimated $7.92M. The largest seller was Old Mission Capital, exiting entirely with an estimated $3.03M sold.

  • 186 institutional investors held iShares ESG Advanced MSCI EAFE ETF (DMXF) as of Q2 2024, down from 187 in Q1 2024.
  • Funds reported $508M of iShares ESG Advanced MSCI EAFE ETF stock for Q2 2024, up 4.9% quarter-over-quarter.
  • 20 funds opened new iShares ESG Advanced MSCI EAFE ETF positions in Q2 2024 and 18 closed out, a net change of +2 holders.
  • The largest iShares ESG Advanced MSCI EAFE ETF buyer in Q2 2024 was Jane Street, an estimated $7.92M added.
  • The largest iShares ESG Advanced MSCI EAFE ETF seller in Q2 2024 was Old Mission Capital, an estimated $3.03M sold.

Based on aggregated 13F filings for Q2 2024.